2023 Form 5500 filing — Housing Counseling Services, Inc. 403(B) Tax Deferred Annuity Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250110070727NAL0013665441001) for Housing Counseling Services, Inc. 403(B) Tax Deferred Annuity Plan, reported by Housing Counseling Services, Inc. under EIN 52-0958568 and plan number 001. It reports 183 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.1MReported net assets$8,100,316
Participants183
Provider compensation$5.4K1 Schedule C row(s)$5,420
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250110070727NAL0013665441001
Plan sponsor
Housing Counseling Services, Inc.
EIN
52-0958568
Plan number
001
Location
Washington, DC
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.1M total assets
Net assets$8.1MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$568.8K
Benefits paid / distributions$563.5K
Contributions
Employer$392.5K
Participant$352K
Full reported line items
Total assets (EOY)
$8,100,316
Total liabilities (EOY)
$0
Net assets (EOY)
$8,100,316
Employer contributions
$392,504
Participant contributions
$352,023
Total income / additions
$1,727,405
Benefits paid
$563,493
Administrative expenses
$5,280
Total expenses
$568,773
Net increase / (decrease)
$1,158,632
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    SERVICE PROVIDER · Direct $5.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250110070727NAL0013665441001 cover?
It is the 2023 Form 5500 filing for Housing Counseling Services, Inc. 403(B) Tax Deferred Annuity Plan, reported by Housing Counseling Services, Inc. (EIN 52-0958568).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages